James A. Dunn, MBA, CFP provides fee-only financial planning services to professionals in the Westport and Greenwich CT metro areas.
http://www.thephynancialmd.com/
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J. A. Dunn & Associates, Inc.
James A. Dunn
2675 Par●●●●●●●● Unit 11
Bri●●●ort , Connecticut, 06604-1357
UNITED STATES
View this contact
J. A. Dunn & Associates, Inc.
James A. Dunn
2675 Par●●●●●●●● Unit 11
Bri●●●ort , Connecticut, 06604-1357
UNITED STATES
View this contact
J. A. Dunn & Associates, Inc.
James A. Dunn
2675 Par●●●●●●●● Unit 11
Bri●●●ort , Connecticut, 06604-1357
UNITED STATES
View this contact
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The Phynancial MD, LLC - Fee-Only Financial Planning - Greenwich, CT Area | Enhancing Your Financial Health…Beyond Your Wealth! | thephynancialmd.com Reviews
https://thephynancialmd.com
James A. Dunn, MBA, CFP provides fee-only financial planning services to professionals in the Westport and Greenwich CT metro areas.
thephynancialmd.com
Disclaimers, Disclosures and Important Legal Information - The Phynancial MD, LLC | Fee-Only Financial Planning in Westport, CT
http://thephynancialmd.com/disclosures
September 4, 2016. The Phynancial MD, LLC Fee-Only Financial Planning in Westport, CT. Enhancing Your Financial HealthBeyond Your Wealth! Disclaimers, Disclosures and Important Legal Information. Website Visitor Privacy and Protection of Personal Information. IRS Circular 230 Disclaimer. Terms and Conditions of Use. This website should not be considered a solicitation, offer or recommendation for the purchase or sale of any securities or other financial products and services discussed herein. To ensure c...
Every time I turn around, there’s another financial decision to make. How do I know I’m making the right ones? - The Phynancial MD, LLC | Fee-Only Financial Planning in Westport, CT
http://thephynancialmd.com/about-our-approach
September 4, 2016. The Phynancial MD, LLC Fee-Only Financial Planning in Westport, CT. Enhancing Your Financial HealthBeyond Your Wealth! Every time I turn around, there’s another financial decision to make. How do I know I’m making the right ones? A Better Approach to Financial Planning. You may be trying to figure out how to pay back student loans, fund your 401(k), or buy a home. Maybe you’re unsure how to build wealth while educating your children and starting a business. As fee-only financial adviso...
Functional Asset Allocation for Growing Your Net Worth - The Phynancial MD, LLC | Fee-Only Financial Planning in Westport, CT
http://thephynancialmd.com/asset-allocation
September 4, 2016. The Phynancial MD, LLC Fee-Only Financial Planning in Westport, CT. Enhancing Your Financial HealthBeyond Your Wealth! Functional Asset Allocation for Growing Your Net Worth. Functional Asset Allocation is a holistic approach to net worth management and growth. Its most basic premise is that there are three major categories of assets interest-earning, real estate, and equities and that each category has a fundamental function or purpose. The real estate category includes your personal ...
About James A. Dunn, MBA, CFP®, ChFC®, CLU®, AEP®, EA - The Phynancial MD, LLC | Fee-Only Financial Planning in Westport, CT
http://thephynancialmd.com/about-us
September 4, 2016. The Phynancial MD, LLC Fee-Only Financial Planning in Westport, CT. Enhancing Your Financial HealthBeyond Your Wealth! About James A. Dunn, MBA, CFP , ChFC , CLU , AEP , EA. James A. Dunn (aka J.D. The Phynancial MD) is the founder of WealthBuildingForDoctors.com and The Phynancial MD, LLC, A Fee-Only. Financial planning firm. He has been in Financial Services for over 15 years, and is married to a Pediatrician, who he calls his PCP ( Primary Care Princess Yeah, Kinda Cheesy! Westport,...
Free Tools - The Phynancial MD, LLC | Fee-Only Financial Planning in Westport, CT
http://thephynancialmd.com/free-tools
September 4, 2016. The Phynancial MD, LLC Fee-Only Financial Planning in Westport, CT. Enhancing Your Financial HealthBeyond Your Wealth! Free Financial Planning Tools and Resources:. These online resources are recommended by the Alliance of Comprehensive Planners. James A. Dunn, MBA, CFP , ChFC , CLU. The Phynancial MD, LLC. 8 Wright Street, Suite 107. Westport, CT 06880-3114. Free Workbook & Special Reports. 7 Secrets to Financial Independence. Return to top of page. Disclosures and Other Legal Terms.
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The Phynancial MD, LLC - Fee-Only Financial Planning - Greenwich, CT Area | Enhancing Your Financial Health…Beyond Your Wealth!
August 14, 2015. The Phynancial MD, LLC Fee-Only Financial Planning in Westport, CT. Enhancing Your Financial HealthBeyond Your Wealth! Our Pledge to Clients. Every time I turn around, there’s another financial decision to make. How do I know I’m making the right ones? When you know your investments, taxes, insurance, estate plan, retirement plan, and all areas of your financial life are being monitored and adjusted as needed, you can relax and spend your time pursuing your goals. The Phynancial MD, LLC.
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